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Funds Group: Brown Advisory Funds
Management Company: Brown Advisory LLC
Funds Affected: (1) Brown Advisory Sustainable Growth Fund and (2) Brown Advisory Sustainable Bond Fund
Sustainable Investing Strategy: ESG Integration, Exclusions
Summary:

(1) To achieve its objective, the fund invests in equity securities of sustainable domestic companies. The adviser defines sustainable companies as:
• Companies whose internal sustainability strategies are driving tangible business benefits,
such as revenue growth, cost improvements, enhanced franchise value, or risk mitigation;
• Companies whose products have a competitive advantage as a result of sustainability drivers such as resource efficient design or manufacturing; or
• Companies whose products or services offer solutions to long-term sustainability challenges.
(2) The Brown Advisory Sustainable Bond Fund utilizes environmental, social and governance (ESG) analysis in connection with its investments in fixed-income securities. The fund will invest primarily in securities of issuers where the use of proceeds exhibit one or more of the following:
• Have strong environmental factors, including performance on critical environmental impacts;
• Apply extensive sustainability criteria throughout their supply chains;
• Minimize risks to air, water and public health;
• Act as socially responsible companies in the communities in which they operate;
• Have strong governance and labor practices;
• Are environmental innovators such as energy efficiency and clean energy companies; and
• Are sustainable agriculture companies involved in natural and organic foods.
The fund particularly seeks to invest in fixed-income instruments that provide direct exposure to issuers and/or individual projects that reflect positive social or environmental impact. The Fund will avoid investing in securities where the use of proceeds is primarily used for:
• Fossil fuel extraction, processing, or refining;
• Fossil fuel fired power generation and companies with carbon reserves;
• Producers of genetically modified organisms (“GMOs”);
• Civilian firearms and military weapons;
• Nuclear power; or
• Companies that derive revenues from tobacco.
If one consideration is a concern, it does not automatically exclude an issuer from potential investment, and the ESG evaluation process will evaluate all risks and opportunities in an industry. Investing on the basis of ESG criteria is qualitative and subjective by nature, and there can be no assurance that the process utilized by the fund’s vendors or any judgment exercised by the Adviser will reflect the beliefs or values of any particular investor.

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Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

Inesting ideas

Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments